Advice in Action Conference 3 cities June 2022

IMAP celebrates Australian Winter Olympic Silver medalist and 2022 World Cup event winner Jaclyn Narracott Find out more


When & Where:

14th June 2022 - Melbourne - Arts Centre
16th June 2022 - Sydney - Dockside, Cockle Bay
21st June 2022 - Brisbane - Grand Chancellor Hotel



Please Note that Registration is Restricted to:

1. Advice businesses (those whose daily activities relate to the business of giving advice, in a client facing or back of house capacity).

2. Investment researchers, asset consultants, and those actively involved in investment management.

3. IMAP Sponsors and their guests

If you are unsure or don’t meet the definition and would like to attend, please contact us at the IMAP Event team by email

Click below to view either Videos of the Conference Speakers or detailed articles on each session

Click this Link to read the Articles on Conference Sessions
(Hint: use the tag Advice in Action under each article to link to all the conference articles.


Click this Link to view the videos on 7 Conference Sessions

8.00am - 8.45am

Registration & Coffee

You are welcome to arrive and register from 8.00am
8.45am - 8.55am


Mike Pope - Conference MC & Toby Potter IMAP Chair
8.55am - 9.35am

Selection and implementation of Managed Account programs – transitioning to Managed Accounts

Deciding to adopt managed accounts is the easy bit.... A successful MA program requires project management and culture change

- for advisers and clients.

Hear from experience how planning leads to success lead by John Burton - Lonsec , Steven Tang (Melb & Syd) & Shailesh Jain (Bris) of Zenith Investment Partners


9.35am - 10.05am

Profit facts and prosperity drivers – using managed accounts for practice success

Praemium will discuss the latest managed accounts research

and the key behaviours that are driving profit and revenue growth for firms using managed accounts relative to their peers not adopting the solution

Presented by Samantha Hawkins (Melb), Andrew Mathie (Syd) & Matt Van Dijk (Bris) of Praemium


10.05am - 10.35 am

The importance of a rigorous investment process to deliver on client goals

Advice clients demand, and the law requires, that they are treated as individuals.

How should advice firms respond to each client expects, but in systematic, efficient way. Opening remarks by Andrew Martin (Melb), Staten Janes (Syd) & Russ Hanlon (Bris) of AMP and featuring Alexandre Ventelon (Melb & Syd) and Wayne Chatterjee (Bris) of Morgan Stanley


10.35am - 11.05am
11.05am - 11.35am

Potholes & Roadblocks on the road to business improvement

Implementing managed accounts in an advice practice involves much more than simply selecting the right provider.

It’s an opportunity to refine the practice’s value proposition and align business processes behind it, as well as spearhead a better approach to client engagement and communication. Managed account providers have published a range of content offering advisers a road map of sorts for this journey, though like most glossy travel brochures, few tend to mention the unexpected detours, roadblocks and potential potholes along the way. Join MLC for session exploring these alternative routes on the managed account journey. Presented by Brent Bevan of MLC Asset Management


11.35am - 12.10pm

Responding to clients' climate change concerns

Featuring Leah Willis and Dr Stuart Palmer- Australian Ethical
12.10pm - 1.10pm
1.10pm - 1.50pm

Building a practice with HNW clients

Hear how major practices have created great businesses that attract and support HNW clients. Each session includes a leading local advice business

that has proven that HNW clients value and will pay for personalised service

Featuring Michael Karagianis - JANA + Peter Wilson - Strategic Wealth (MELB), Vincent O'Neill - Stanford Brown (SYD) & Sam Robson - First Point Wealth Management (BRIS)


1.50pm - 2.20pm

Technology risks and strategy for advice practices

In the drive to create sustainable businesses, advisers are increasingly relying on technology to achieve efficiency and to deliver services for separate client segments.

In every aspect of advice delivery new technology tools are available to improve an adviser’s service offer. In this session we’ll hear from Andrew Whelan, Chief Executive of DASH how the integration of tools for advice generation, cashflow modelling and goals based analysis is transforming the creation and delivery of advice.


2.20pm - 2.50pm
2.50pm - 3.20pm

Incorporating both Ethics and ESG Best Practice in Financial Planning

It is now relatively standard that investors expect their investment portfolio to reflect their ethical values and to generate positive environmental and social outcomes as well as investment returns.

Increasingly investors are demanding that advisors ‘walk the walk’ as well as ‘talk the talk’. That they incorporate principles of ethics and sustainability in the management of their business. BetaShares will share learnings from its stewardship activities for going beyond the requirements of the FASEA Code of Ethics and achieving ethical and sustainability best practice. Featuring Greg Liddell - BetaShares


3.20pm - 3.45pm

Individualising the Advice service offer

Clients want personal service from their advisers and this requires technology and investment processes which support the advice service offer,

this is particularly the case for Australian clients living overseas. Hear how to develop a service offer which leaves each client feeling unique, without breaking the process. Featuring Will Riggall - Clime Investment Management


3.45pm - 4.15pm

The competition for talent

As adviser numbers shrink, attracting, training, paying and retaining advisers is probably the most important issue facing advice businesses today.

Hear how leading advice businesses are overcoming the challenge. Presented by Alisdair Barr - Striver & Matthew Swieconek (Syd & Bris), Jonathan Scholes (Melb) - Findex. Moderated by Mike Pope - LaVista Licensee Solutions


Introducing Our Conference Presenters

Mike Pope
Mike PopeGeneral Manager
LaVista Licensee Solutions
Alisdair Barr
Alisdair Barr CEO & Founder
Brent Bevan
Brent BevanHead of Investment Consulting, Managed Accounts - MLC Asset Management
John Burton
John Burton Head of Sales
Wayne Chatterjee, CFA
Wayne Chatterjee, CFAHead of Alternative Asset Investment Research - Morgan Stanley Wealth Management
Russ Hanlon
Russ Hanlon State Manager QLD Wealth Management Distribution at AMP
Samantha Hawkins
Samantha Hawkins Southern Regional Manager - Praemium
Staten Janes
Staten JanesState Manager
Michael Karagianis
Michael KaragianisSenior Consultant - JANA Investment Advisors
George Klisaris
George Klisaris State Sales Manager for Vic/Tas - AMP
Shailesh Jain
Shailesh JainSenior Investment Consultant
Zenith Investment Partners
Jason Komadina
Jason KomadinaDirector, Managed Accounts
MLC Asset Management
Greg Liddell
Greg LiddellDirector, Responsible Investments - BetaShares
Andrew Mathie
Andrew Mathie Regional Manager New South Wales - Praemium
Vincent O’Neill
Vincent O’NeillDirector of Private Wealth – Stanford Brown
Dr Stuart Palmer, PHD
Dr Stuart Palmer, PHDHead of Ethics Research - Australian Ethical
Will Riggall
Will RiggallChief Investment Officer - Cllime Investment Management
Sam Robson
Sam RobsonManaging Director & IC Chairman - First Point Wealth Management
Jonathan Scholes
Jonathan Scholes Managing Partner - Findex
Matthew Swieconek
Matthew SwieconekHead of Investment Relation - Findex
Steven Tang
Steven TangHead of Consulting - Zenith Investment Partners
Matt Van Dijk
Matt Van DijkRegional Manager Queensland - Praemium
Alexandre Ventelon
Alexandre VentelonExecutive Director, Head of Research Wealth Management - Morgan Stanley
Andrew Whelan
Andrew Whelan CEO - Dash
Leah Willis
Leah Willis Head of Client Relationships - Australian Ethical
Peter Wilson
Peter WilsonCEO & Founder
Strategic Wealth

Advice in Action Sponsors


Meet the IMAP Team

Toby Potter
Toby PotterChair
Jenny Phimleut
Jenny Phimleut Program Director
David McDonald, CFA
David McDonald, CFAInvestment Specialist

IMAP Contact Details

Email Address:

Phone: +61 2 8003 4147 

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